Original filing (PDF)20251015222526NAL0011726290001

NATIONAL MEDICAL CARE, INC.

Name: NATIONAL MEDICAL CARE, INC. — FRESENIUS MEDICAL CARE NORTH AMERICA RETIREMENT PLAN, Form 5500 (2024)
Creator: NATIONAL MEDICAL CARE, INC.

Form 5500

FILING_RECEIVED

FRESENIUS MEDICAL CARE NORTH AMERICA RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

3,731

Accounts w/ balance

—

Plan assets (EOY)

$326.6M

Net assets (EOY)

$325.9M

How this plan invests

This plan

7 pooled trusts

Schedule D

431 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL MEDICAL CARE, INC..

Plan sponsor

Name

NATIONAL MEDICAL CARE, INC.

EIN

04-2835488

Address

920 WINTER STREET · WALTHAM, MA · 02451

Phone

(781) 699-9000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3J · U.S. plan covering Puerto Rico residents

Audit & trust (Schedule H)

Auditor

WITHUMSMITH + BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE	$579K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEXISNEXIS	—	CHICAGO, IL	CONTRACT ADMINISTRATOR	$6K

Investments

431 direct securities · 7 pooled funds· $428.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$187.2M

24 holdings

Bonds / Notes

$157.1M

382 holdings

Common Collective Trust

$72.7M

6 holdings

Common Stock

$11.3M

24 holdings

U.S. Treasuries

$262K

1 holding

Master Trust

1 holding

					% of plan
Invesco Treasury Portfolio- Institutional Class	Other securities	—	$47.5M	$47.5M	14.5%
Invesco Treasury Portfolio- Institutional Class	Other securities	—	$46.2M	$46.2M	14.2%
EB Daily Valued Stock Index Fund Shares	Other securities	—	$14.5M	$40.7M	12.5%
M DB SL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 215	Common Collective Trust	—	—	$40.7M	12.5%
EB Daily Valued International Stock Index Fund Shares	Other securities	—	$7.8M	$12.7M	3.9%
M DB SL INTL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 213	Common Collective Trust	—	—	$12.7M	3.9%
IShares Fallen Angels ETF Shares	Other securities	—	$9.3M	$9.9M	3.0%
EB Daily Valued Stock Index Fund	Other securities	—	$13.3M	$8.4M	2.6%
I DB SL HIGH YIELD FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 000	Common Collective Trust	—	$6.7M	$6.6M	2.0%
EB Daily Valued Midcap Stock Index Fund Shares	Other securities	—	$2.1M	$5.1M	1.6%
M DB SL MC SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 236	Common Collective Trust	—	—	$5.1M	1.6%
EB Daily Valued Small Cap Stock Index Fund Shares	Other securities	—	$2.5M	$5.0M	1.5%
M DB SL SC SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 235	Common Collective Trust	—	—	$5.0M	1.5%
Invesco Treasury Portfolio- Institutional Class Shares	Other securities	—	$3.8M	$3.8M	1.2%
EB Daily Valued Emerging Markets Stock Index Fund Shares	Other securities	—	$1.8M	$2.7M	0.8%
M DB SL EM SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 189	Common Collective Trust	—	—	$2.7M	0.8%
Anheuser-Busch Inbev Finance I 2,365,000 , 4.900% 02/01/2046	Bonds / Notes	—	$2.3M	$2.1M	0.7%
At&T Inc 2,025,000 , 4.500% 05/15/2035	Bonds / Notes	—	$1.9M	$1.9M	0.6%
Comcast Corp 3,064,000 , 2.937% 11/01/2056	Bonds / Notes	—	$2.0M	$1.8M	0.5%
At&T Inc 2,516,000 , 3.550% 09/15/2055	Bonds / Notes	—	$1.8M	$1.7M	0.5%
EB Daily Valued Stock Index Fund	Other securities	—	$1.6M	$1.6M	0.5%
Boeing Co/The 1,605,000 , 5.805% 05/01/2050	Bonds / Notes	—	$1.6M	$1.5M	0.5%
Fedex Corp 1,997,000 , 3.250% 05/15/2041	Bonds / Notes	—	$1.5M	$1.5M	0.4%
Kraft Heinz Foods Co 1,578,000 , 5.200% 07/15/2045	Bonds / Notes	—	$1.5M	$1.4M	0.4%
Cvs Health Corp 1,630,000 , 4.780% 03/25/2038	Bonds / Notes	—	$1.5M	$1.4M	0.4%
Bank Of America Corp 1,131,000 , 7.750% 05/14/2038	Bonds / Notes	—	$1.4M	$1.3M	0.4%
Anheuser-Busch Inbev Finance I 1,315,000 , 4.700% 02/01/2036	Bonds / Notes	—	$1.3M	$1.2M	0.4%
Hsbc Holdings Plc 1,126,000 , VAR RT 03/09/2044	Common Stock	—	$1.2M	$1.2M	0.4%
Abbvie Inc 1,270,000 , 4.700% 05/14/2045	Bonds / Notes	—	$1.2M	$1.1M	0.3%
Microsoft Corp 1,730,000 , 2.675% 06/01/2060	Bonds / Notes	—	$1.2M	$1.0M	0.3%
Williams Cos Inc/The 1,130,000 , 5.100% 09/15/2045	Bonds / Notes	—	$1.1M	$1.0M	0.3%
Jpmorgan Chase & Co 991,000 , VAR RT 04/22/2035	Common Stock	—	$992K	$1.0M	0.3%
Oracle Corp 1,270,000 , 4.125% 05/15/2045	Bonds / Notes	—	$1.0M	$1.0M	0.3%
Goldman Sachs Group Inc/The 940,000 , 6.250% 02/01/2041	Bonds / Notes	—	$1.0M	$990K	0.3%
Wells Fargo & Co 1,170,000 , 4.750% 12/07/2046	Bonds / Notes	—	$1.0M	$989K	0.3%
Pfizer Investment Enterprises 1,059,000 , 5.340% 05/19/2063	Bonds / Notes	—	$1.1M	$974K	0.3%
Broadcom Inc 1,000,000 , 4.800% 10/15/2034	Bonds / Notes	—	$985K	$965K	0.3%
Florida Power & Light Co 1,221,000 , 3.990% 03/01/2049	Bonds / Notes	—	$1.0M	$956K	0.3%
Citigroup Inc 770,000 , 8.125% 07/15/2039	Bonds / Notes	—	$994K	$951K	0.3%
Verizon Communications Inc 1,596,000 , 2.987% 10/30/2056	Bonds / Notes	—	$1.1M	$949K	0.3%
Bank Of America Corp 1,352,000 , VAR RT 06/19/2041	Common Stock	—	$972K	$940K	0.3%
Pfizer Inc 1,159,000 , 4.125% 12/15/2046	Bonds / Notes	—	$1.0M	$935K	0.3%
Bristol-Myers Squibb Co 1,190,000 , 3.550% 03/15/2042	Bonds / Notes	—	$977K	$921K	0.3%
Energy Transfer Lp 795,000 , 7.500% 07/01/2038	Bonds / Notes	—	$922K	$900K	0.3%
Ibm International Capital Pte 943,000 , 5.250% 02/05/2044	Bonds / Notes	—	$939K	$894K	0.3%
Metlife Inc 875,000 , 6.400% 12/15/2066	Bonds / Notes	—	$902K	$892K	0.3%
Meta Platforms Inc 1,048,000 , 4.450% 08/15/2052	Bonds / Notes	—	$966K	$885K	0.3%
Burlington Northern Santa Fe L 985,000 , 4.700% 09/01/2045	Bonds / Notes	—	$947K	$871K	0.3%
Morgan Stanley 1,413,000 , VAR RT 01/25/2052	Other securities	—	$950K	$864K	0.3%
Jpmorgan Chase & Co 880,000 , VAR RT 11/29/2045	Common Stock	—	$880K	$860K	0.3%

1–50 of 438

1 / 9

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Invesco$97.5M BlackRock / iShares$10.4M JPMorgan$3.5M Wells Fargo / Allspring$3.0M Goldman Sachs$2.8M Morgan Stanley$1.7M MetLife$1.3M Prudential / PGIM$863K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL MEDICAL CARE, INC.	04-2835488	—	EMPLOYEES	$268K	—
SMART SOURCE OF BOSTON, LLC	20-3987455	—	VENDOR	$21K	—
PENSION BENEFIT INFOFORMATION LLC	94-2856521	MINNEAPOLIS, MN	VENDOR	$8K	—